Tommy Douziech
Senior Analyst
Chewy: Beat and Lower
Chewy has delivered the quintessential "beat and lower" scenario: a solid Q1, albeit with a reduction in its annual outlook. This explains the stock's rollercoaster performance, jumping as much as 7% in pre-market trading on the initial quarterly figures before retreating by approximately 4% once the market digested the new guidance. There is nothing irrational here: Wall Street never pays for the quarter that has passed, it pays for the trajectory ahead.
June 11, 2026 at 11:30 am EDT
Nebius: The former Yandex becomes industrial bet on AI factories
Nebius begins as a market anomaly: a former Yandex holding company, stripped of its Russian perimeter by the war in Ukraine, reappearing on the Nasdaq under a new identity, with a different territory, asset base and ambition. What could have been merely the listed remnants of a dismantled group has become, in under two years, one of the most singular plays in AI infrastructure. The company sold its Russian assets, refocused in Amsterdam, and retained top-tier technical teams, a Finnish data center, capital, strategic stakes and several international businesses. Yandex lost its former empire, although Nebius recovered a portion of what matters most in the new AI economy: engineers, capacity, software and optional assets.
June 05, 2026 at 05:42 am EDT
Quality at a Good Price: Badger Meter
There are moments when the market stops paying for perfection and starts counting again. Solid companies, which have long been valued at a premium, find themselves penalized for a temporary slowdown, a quarterly disappointment, or simply their multiples getting back to "normal". Not all deserve to be bought blindly, but some retain the qualities that make the difference over the long term: a robust model, competitive advantages, strong cash flow generation and disciplined capital allocation.
June 04, 2026 at 05:14 am EDT
Data centers: Will AI blow the electric fuse?
Digital technology was once thought to be weightless. A click, a query, a video, an image generated by artificial intelligence: it all floats somewhere in the cloud, that convenient metaphor that allows us to avoid facing reality. For the cloud has walls, cables, thousands of servers, and a troublesome tendency to demand ever more electricity. AI does not just require talent, Nvidia GPU chips or patient capital. It needs power… and a lot of it. This detail, long relegated to technical appendices, is becoming a major economic issue. The race for data centers no longer just raises questions of innovation or digital sovereignty. It poses a much more prosaic question: who will pay for artificial intelligence's electricity bills?
May 27, 2026 at 04:46 am EDT
Brambles put to the test in the US
The market's reaction was immediate and brutal. Within hours, Brambles lost a big chunk of its market value after admitting that its US pallet repair network was no longer keeping pace with demand. For a group whose economic proposition relies on the fluidity, reuse, and availability of critical logistical assets, the message sent to the market is a sensitive one: the problem is not commercial, but rather, is operational.
May 18, 2026 at 04:53 am EDT
SBM Offshore: The Discreet Deepwater Tollgate
In the deep seas, where majors seek their most strategic barrels, SBM installs the bridge, collects the toll and leaves others to face the volatility of the subsurface. SBM Offshore's business model relies on FPSOs - floating units capable of producing, processing, storing and transferring oil or condensate at sea. These are naval factories anchored at depths of several hundred, or even thousands, of meters. Their operational lifespan typically reaches 15 to 25 years, following approximately three years of construction.
May 15, 2026 at 09:22 am EDT
Palantir: AI in Uniform Attempts to Win Over Wall Street
Palantir has delivered a quarter that looks like a show of force. The group, led by the divisive Alex Karp, indeed provides concrete figures in its support: 85% growth, an adjusted operating margin of 60%, adjusted free cash flow of $925m and increased annual targets. While its CEO may indulge in hyperbole, sometimes with the subtlety of a megaphone on a battlefield, this latest release once again gives him plenty to shout about.
May 05, 2026 at 05:50 am EDT
Samsung Electronics: Record-Breaking Highs and a Morning-After Hangover
Despite the post-announcement share price fall, Samsung Electronics' latest release should leave no room for doubt: it was an exceptional vintage. The South Korean group posted a record operating profit of 57.2 trillion KOW ($38.9bn) for Q1 2026, up 756% y-o-y, on historic revenue of 133.9 trillion KOW, up 69%. Net profit reached 47.2 trillion KOW. These figures slightly exceeded expectations, as the consensus had called for 55.28 trillion KOW in operating income and 132.69 trillion won in sales.
May 02, 2026 at 10:12 am EDT
ResMed: Stock splutters, but machine is still breathing well
ResMed delivered a quarter that was more robust than the market reaction suggests. The stock's decline of over 4% in after-hours trading on Thursday, following a dip to its lowest level since February 2024, contrasts with a release that slightly beat expectations, significantly improved profitability, which confirmed the structural strength of demand in sleep apnea. This disconnect is telling: the market not so much punished the reported figures - rather it is reacting to persistent questions regarding the future trajectory, amid GLP-1 concerns, competition, changing reimbursement landscapes, and a financial leadership transition at the top of the group.
May 02, 2026 at 09:59 am EDT
Amgen: The Quarter Where New Growth Engines Begin to Drown Out the Noise of Patent Expirations
The California-based biotech giant reported solid Q1 2026 results, with revenue up to $8.62bn, from $8.15bn a year ago, with net income reaching $1.82bn. Adjusted EPS came in at $5.15, beating market expectations of around $4.76 to $4.77 according to cited sources. However, the lukewarm stockmarket reaction serves as a reminder that the Amgen story is no longer just about beating the consensus: it is now about proving that growth drivers can absorb the erosion of its legacy franchises.
May 01, 2026 at 02:43 pm EDT
Amgen: The Quarter Where New Growth Engines Begin to Drown Out the Noise of Patent Expirations
The California-based biotech giant reported a solid first quarter of 2026, marked by a revenue increase to 8.62 billion USD, up from 8.15 billion USD a year earlier, and net income of 1.82 billion USD. Adjusted EPS came in at 5.15 USD, beating market expectations which sat around 4.76 to 4.77 USD according to cited sources. However, the lukewarm stock market reaction serves as a reminder that the Amgen story is no longer just about beating consensus: it is now about proving that growth drivers can absorb the erosion of its legacy franchises.
May 01, 2026 at 06:45 am EDT
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